The dashboard assistant

The assistant lives in the dashboard: ask in your own words and it answers from the Guide and from the business data you can see. To change something it fills in the form for you; nothing is saved until you confirm it.

Who can: anyone on the team, in businesses where it is on. It sees what you see: if your role can't see sales, neither can the assistant. It is in every plan, with a monthly allowance that depends on the plan.

Ask it something

1. Tap Assistant, at the top right. On a computer it opens beside the screen; on a phone, over it.
2. Write your question and tap Send (or press Enter). For a new line, Shift+Enter.
3. While it works, it says what it is looking at: Searching the Guide…, Reading the sales….

When it answers from the Guide, the guides it read show under the answer, in In the Guide. To cut a long answer short, tap Stop.

Let it draft a change

Ask it for a new price, a closure or a reply to a review. It leaves a Draft card:

1. Tap Open and review. The usual screen opens, with the form filled in and a notice at the top.
2. Check what it wrote and change anything you want.
3. Save as usual: Save on the dish, Add closure in Hours, Post reply in Reviews.

If your role doesn't allow that change, the assistant says so and drafts nothing.

Your conversations

Each conversation is yours: nobody else on the team sees it. To start another, tap New conversation. In Conversations you go back to an earlier one, or delete the open one with Delete this conversation.

How much you can use it

The allowance is the business's and renews on the first day of each month. Under the text box it says how much has been used. The Pro plan has much more of it than Carta and Esencial.

If it says…	What it means
Your business has used all of this month's assistant allowance	The month's allowance is spent: it comes back on the day it says.
You've asked a lot of questions in a row	Wait a while and try again.
This conversation is already very long	Tap New conversation.
The assistant isn't on for your business yet	It isn't available for your business yet.

What to know

• It can make mistakes. Check what it tells you, especially numbers and dates, and always what you save.
• It never changes anything by itself. It fills in the form; you are the one who saves.
• What you write is processed by Anthropic, which makes the Claude model, in the United States: it doesn't train on it and deletes it after 30 days. Don't write data it doesn't need, such as IDs or card numbers.
• What diners write (their names, notes or reviews) the assistant reads as data, never as instructions.
• Restoman's support, when viewing your business as you, doesn't use the assistant.